Relationship Banking Advisor

Bank of America

Lakewood (CO)

On-site

USD 34,000 - 37,000

Full time

14 days+

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Job summary

Bank of America is hiring for a lobby client service role in the United States. This position engages clients in-branch to educate and assist with transactions through self-service resources such as mobile, online banking, or ATM, and handles cash transactions when needed.

You will engage in meaningful conversations to understand financial goals and connect clients to suitable solutions. The role requires strong relationship-building, adherence to laws and regulations, and the ability to work

Qualifications

  • High school diploma or equivalently recognized education.
  • Sales experience in a salary plus incentive environment is preferred.
  • Cash handling experience is preferred.

Responsibilities

  • Executes the bank’s risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls effectively.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

Adaptability
Customer Focus
Relationship Building
Problem Solving
Oral Communications

Education

High School Diploma/GED

Job description

Bank of America is hiring for a lobby client service role in the United States. This position engages clients in-branch to educate and assist with transactions through self-service resources such as mobile, online banking, or ATM, and handles cash transactions when needed.

You will engage in meaningful conversations to understand financial goals and connect clients to suitable solutions. The role requires strong relationship-building, adherence to laws and regulations, and the ability to work

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